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SPDR Portfolio Intermediate Term Treasury ETF
SPTI

Overview Fund Activity

236 hedge funds and large institutions have $3.31B invested in SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+39
Holders Change %
+19.8%
% of All Funds
3.99%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.36%
New
58
Increased
79
Reduced
80
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Congress Wealth Management
Massachusetts
$81.1M
2
Financial Engines Advisors
Financial Engines Advisors
California
$571M
3
SF
Synovus Financial
Georgia
$63.6M
4
Citadel Advisors
Citadel Advisors
Florida
$35.6M
5
Morgan Stanley
Morgan Stanley
New York
$52.1M

Top Sellers

1
Jane Street
Jane Street
New York
$42.4M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$402M
3
Ameriprise
Ameriprise
Minnesota
$464M
4
MNG
Manning & Napier Group
New York
$27.1M
5
5L
55I LLC
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
176
Kelly Financial Services
Massachusetts
$171K +$171K +5,796 New
BAM
177
Belpointe Asset Management
Nevada
$170K -$182K -6,146 -52%
HWMA
178
Heritage Wealth Management (Arizona)
Arizona
$165K +$12.3K +419 +8%
BNP Paribas Financial Markets
179
BNP Paribas Financial Markets
France
$142K +$142K +4,802 +20,008%
CAAS
180
Capital Asset Advisory Services
Michigan
$129K +$129K +4,388 New
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$123K +$102K +3,446 +481%
BWM
182
Baystate Wealth Management
Massachusetts
$118K +$28.2K +960 +31%
CFD
183
Creative Financial Designs
Indiana
$117K -$8.35K -283 -7%
BFEC
184
Benjamin F. Edwards & Company
Missouri
$117K +$117K +3,964 New
Citigroup
185
Citigroup
New York
$101K -$95.7K -3,250 -49%
GEA
186
Glen Eagle Advisors
New Jersey
$91.4K -$8.78K -298 -9%
HGWM
187
Harvest Group Wealth Management
Massachusetts
$86K +$86K +2,866 New
CFGS
188
Concourse Financial Group Securities
Alabama
$81K +$38K +1,298 +89%
1832 Asset Management
189
1832 Asset Management
Ontario, Canada
$74K – – –
BEI
190
Benjamin Edwards Inc
Missouri
$70K +$70K +2,372 New
TFGT
191
TS Financial Group (TSFG)
Illinois
$65K -$28K -943 -30%
Simplex Trading
192
Simplex Trading
Illinois
$51K +$49K +1,680 +2,400%
COCM
193
Charter Oak Capital Management
New Hampshire
$46K – – –
SPIA
194
Steward Partners Investment Advisory
New York
$43K +$3.06K +103 +8%
HFA
195
HC Financial Advisors
California
$38K – – –
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$33.6K -$606 -20,774 -2%
AW
197
ACG Wealth
Georgia
$33K +$33K +1,125 New
SIS
198
Sound Income Strategies
Florida
$30K – – –
APA
199
American Portfolios Advisors
New York
$24.2K – – –
S
200
SignatureFD
Georgia
$21K +$21K +710 New
6 7
8
9 10